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TECHNOLOGY PLAYBOOK

Build the common foundation, then add the industry reality.

Software, AI, data, hardware, and IT-services companies need a clean chain of IP ownership, customer terms, privacy/security controls, vendor dependencies, workforce agreements, and capital records in addition to the entity itself.

Build My Technology Roadmap →All Industries
BASELINE

The four layers to map before launch.

These are general planning layers, not a substitute for jurisdiction-specific agency instructions or licensed professional advice.

01 · ENTITY

Formation & ownership

  • Document founder ownership, vesting, IP assignment, and decision authority early
  • Choose an entity and tax path that fits the real capital, hiring, and owner plan
  • Keep cap-table and equity records separate from informal founder understandings
02 · AUTHORITY

Licenses & approvals

  • Map privacy, security, data, export, communications, accessibility, and sector-specific rules to actual product behavior
  • Check local and state registrations created by workforce or offices
  • Treat regulated customer sectors as overlays rather than assuming a generic SaaS rule set
03 · OPERATIONS

How the business runs

  • Maintain customer terms, privacy notices, security controls, vendor inventory, incident response, and data-retention practices
  • Control source code, cloud, domain, signing keys, billing, and administrative access
  • Document contractor and employee IP/confidentiality obligations
04 · EVIDENCE

Records to preserve

  • IP assignments and cap table
  • Customer and vendor agreements
  • Privacy/security policies
  • Data-processing inventory
  • Equity and financing records
QUESTIONS THAT CHANGE THE ROADMAP

Answer these before treating a generic checklist as complete.

A change in activity, ownership, location, customers, products, workers, or regulated services can change what applies.

01

What data does the product collect or generate?

Capture the actual business fact, then verify the controlling source or professional requirement that follows from it.

02

Who owns all source code and IP today?

Capture the actual business fact, then verify the controlling source or professional requirement that follows from it.

03

Will outside capital or equity compensation be used?

Capture the actual business fact, then verify the controlling source or professional requirement that follows from it.

04

Does the product serve a regulated industry?

Capture the actual business fact, then verify the controlling source or professional requirement that follows from it.

COMMON FOCUS AREAS

What Mabnee already associates with Technology.

These focus areas are used to personalize the roadmap and direct deeper source verification.

ROADMAP FOCUS

IP ownership

Confirm applicability from the business facts, formation jurisdiction, operating locations, and controlling authority before consequential action.

ROADMAP FOCUS

Privacy and security

Confirm applicability from the business facts, formation jurisdiction, operating locations, and controlling authority before consequential action.

ROADMAP FOCUS

Customer terms

Confirm applicability from the business facts, formation jurisdiction, operating locations, and controlling authority before consequential action.

ROADMAP FOCUS

Capital and hiring readiness

Confirm applicability from the business facts, formation jurisdiction, operating locations, and controlling authority before consequential action.

YOUR NEXT STEP STARTS HERE

Build a technology roadmap around the real business facts.

Start with the state, ownership, location, activity, workforce, and operating model. Mabnee organizes the sequence without inventing an approval.

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